How Reports Work - A Comprehensive Guide

Reports can be a little intimidating for first time users. This article should help explain what all the numbers mean and how you can use reports to better understand your business.

Applies to Version(s): 3.8.3 - Current

Complexity Level: Medium

The Dashboard.

Right off the bat, when you first login to your admin area, you will see the Dashboard, which gives a summary of sales for the month.

The numbers shown on the Dashboard are for orders placed from today's date to the same day of last month. The numbers are calculated off of the placed_date value in the orders table of the database. All orders that were placed within that month's time will add to the totals on the Dashboard, regardless of order status. The only orders that will not appear are those that have been deleted.

Along the top of the Dashboard are buttons for Week, Month, Quarter and Year. Clicking these will show all orders placed within the specified time period.

Under that, you will see the total revenue of the time period. This is all order totals added together. To the right of that, you will see the total orders placed and the amount of items sold.

Beneath that is a pretty chart showing revenue over the given time period.

Over to the right you will see the last 5 orders placed. The View Orders button will take you to browse Orders directly.

Under the chart, you will see how many total items were purchased. This differs from Items Sold in that Items Sold shows total amount of items, regardless of whether the same item was purchased multiple times. While Total Products shows only how many different products were sold. The Browse button will take you to view existing products, and the Add button will allow you to add new products.

To the right of that you will see total Registered Users for all time, as well as the ones that have registered in the time frame selected. Click Browse to view all registered users.

And finally, you will see all Express Users who have purchased all time, as well as the new ones within the time frame selected. Express Users are those that have purchased without creating an account. You can also click Browse to view them.

Reports.

Reports display the information of orders that was placed within the specified time period, which have also been marked as Completed for order status and Received for payment status. If you're not seeing orders in a report, it's either because the placed date is outside of the timeframe, or the order still hasn't had it's status updated. Click Orders on the left side to change the status.

If you're looking for statistics on customer traffic, most viewed products, etc., you will need to setup Google Analytics or another similar program that monitors traffic.

Sales Performance.

To view the Sales Performance report, click Reports, then click Sales Performance.

On the Sales Performance page, click the Search button on the right to select the date range you'd like the report on.

Click the Export button to export the report as a .csv, .xml, or .json file.

The Sales Performance report shows every order that has an order status of Completed and a payment status of Received. The orders do not have to be Fulfilled. Each order shows the customer name and how much they payed for products (Subtotal), Shipping, Taxes, how much their order was discounted (if it was), and how much their Gift Certificate was for (if they used one).

At the bottom of the list, the overall totals are calculated for easy reference.

If you're not seeing any orders, make sure to go to Orders on the left, and change the order status to Completed and Payment status to received on any orders that qualify.

Sales Performance Summary.

To view the Sales Performance Summary report, click Reports, then click Sales Performance Summary.

On the Sales Performance Summary page, click the Search button on the right to select the date range you'd like the report on.

Click the Export button to export the report as a .csv, .xml, or .json file.

The Sales Performance Summary report shows every order that has an order status of Completed and a Payment Status of Received. It is pretty much the same reports as the Sales Performance report, but it shows how many orders were placed per day. The orders do not have to be Fulfilled. Each order shows the customer name and how much they payed for products (Subtotal), Shipping, Taxes, how much their order was discounted (if it was), and how much their Gift Certificate was for (if they used one).

At the bottom of the list, the overall totals are calculated for easy reference.

If you're not seeing any orders, make sure to go to Orders on the left, and change the order status to Completed and Payment status to received on any orders that qualify.

Sales by Payment Types.

To view the Sales by Payment Types report, click Reports, then click Sales by Payment Types.

On the Sales by Payment Types page, click the Search button on the right to select the date range you'd like the report on.

Click the Export button to export the report as a .csv, .xml, or .json file.

The Sales by Payment Type report shows every payment method for every order that has an order status of Completed and a Payment Status of Received. The orders do not have to be Fulfilled. It will show how many orders were placed under each payment type for the time frame selected.

At the bottom of the list, the overall totals are calculated for easy reference.

If you're not seeing any payment methods, make sure to go to Orders on the left, and change the order status to Completed and Payment status to received on any orders that qualify.

Sales by Customers.

To view the Sales by Customers report, click Reports, then click Sales by Customers.

On the Sales by Customers page, click the Search button on the right to select the date range you'd like the report on.

Click the Export button to export the report as a .csv, .xml, or .json file.

The Sales by Customers report shows every customer that has purchased for every order that has an order status of Completed and a Payment Status of Received. The orders do not have to be Fulfilled. It will show how many orders were placed under each customer for the time frame selected. This is different than Sales Summary. Sales Summary shows every order, so a customer might be listed multiple times. With Sales by Customers, if a customer purchases more than once (under the same login), then it will show the total number of orders for them to the right of their name.

Keep in mind, if a customer places multiple orders as a Express Checkout user, the system won't know they're the same customer.

At the bottom of the list, the overall totals are calculated for easy reference.

If you're not seeing any orders, make sure to go to Orders on the left, and change the order status to Completed and Payment status to received on any orders that qualify.

Products Performance.

To view the Products Performance report, click Reports, then click Products Performance.

On the Products Performance page, click the Search button on the right to select the date range you'd like the report on.

Click the Export button to export the report as a .csv, .xml, or .json file.

The Products Performance report shows every item that has purchased for every order that has an order status of Completed and a Payment Status of Received. The orders do not have to be Fulfilled. It will show each product purchased and how many of each product for the time frame selected.

At the bottom of the list, the overall totals are calculated for easy reference.

If you're not seeing any products, make sure to go to Orders on the left, and change the order status to Completed and Payment status to received on any orders that qualify.

Promo Campaigns.

To learn more about Promo Codes, what they are and how to set them up, see Adding a Promo Code.

To view the Promo Campaigns report, click Reports, then click Promo Campaigns.

On the Promo Campaigns page, click the Search button on the right to select the date range you'd like the report on.

Click the Export button to export the report as a .csv, .xml, or .json file.

The Promo Campaigns report shows every promo code used for every order that has an order status of Completed and a Payment Status of Received. The orders do not have to be Fulfilled. It will show each promo code and how many times each promo was used for the time frame selected.

At the bottom of the list, the overall totals are calculated for easy reference.

If you're not seeing any promos, make sure to go to Orders on the left, and change the order status to Completed and Payment status to received on any orders that qualify.

QR Campaigns.

To learn more about QR Campaigns, what they are and how to set them up, see How to Add QR Codes.

To view the QR Campaigns report, click Reports, then click QR Campaigns.

On the QR Campaigns page, click the Search button on the right to select the date range you'd like the report on.

Click the Export button to export the report as a .csv, .xml, or .json file.

The QR Campaigns report shows each QR campaign that customer's bought through when the order has an order status of Completed and a Payment Status of Received. The orders do not have to be Fulfilled. It will show each QR Campaign and how many times each QR campaign was used for the time frame selected.

At the bottom of the list, the overall totals are calculated for easy reference.

If you're not seeing any campaigns, make sure to go to Orders on the left, and change the order status to Completed and Payment status to received on any orders that qualify.

Recurring Profiles.

To learn more about Recurring Billing, what it is and how to set it up, see How to Setup Recurring Billing.

To view the Recurring Profiles report, click Reports, then click Recurring Profiles.

On the Recurring Profile page, click the Search button on the right to select the date range you'd like the report on.

Click the Export button to export the report as a .csv, .xml, or .json file.

The Recurring Profiles report shows each customer who has purchased a Recurring Billing product on orders that have an order status of Completed and a Payment Status of Received. The orders do not have to be Fulfilled. You will be able to see the customer's name, the Recurring Billing product they purchased, the next date they are charged, whether their profile is still active, if they are using a trial, and how much they will be billed for.

At the bottom of the list, the overall totals are calculated for easy reference.

If you're not seeing any customers, make sure to go to Orders on the left, and change the order status to Completed and Payment status to received on any orders that qualify.

Links to Related Articles.

How to Generate Reports.

If you didn't get your question answered, please contact the Pinnacle Cart Support Team. To submit a ticket, go to the My Account drop-down menu at the top right of the admin area and select Support

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